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Inviting Members

Learn how to invite new team members to your department.

Permissions

Inviting members requires the Invite Members permission. The built-in Admin role has it, and custom roles can be granted it too.

Sending an Invitation​

  1. Navigate to Members under the Entity Management section of the sidebar
  2. Click the Invite Member button
  3. Enter the new member's email address
  4. Select their role from the dropdown — it lists all of your department's roles, including custom ones, and defaults to Member. (If your role can't manage roles, invitations are always sent as Member)
  5. Click Send Invitation

An email will be sent to the new member with a link to accept the invitation.

Bulk Invitations​

To invite many people at once, click Bulk Invite instead:

  1. Add emails by uploading a CSV or pasting a list of addresses
  2. Choose one role that applies to everyone in the batch
  3. Review the preview — invalid addresses, duplicates, and existing members are flagged before anything is sent
  4. Optionally enable resending to addresses that already have a pending invitation
  5. Send — up to 500 invitations per batch

Invitation Status​

The Members page has two tabs:

  • Members - People who have accepted and joined
  • Pending - Invitations sent but not yet accepted. Invitations past their expiry date show an Expired badge

From an invitation's ⋯ menu (or by right-clicking the row) you can also:

  • Copy Invite Link - Copy the acceptance link to share directly
  • Change Role - Update the role the invitation will grant
  • Revoke Invitation - Cancel it (with an Undo option in the confirmation toast)

Resending Invitations​

If an invitation expires or wasn't received:

  1. Open the Pending tab and find the invitation
  2. Open its ⋯ menu and click Resend Invitation
  3. A new email will be sent with a fresh link

Invitation Expiration​

Invitation links expire after 30 days for security. If a link expires:

  1. The member will see an "Invitation problem — this invitation is invalid or has expired" message
  2. Someone with the Invite Members permission needs to resend the invitation
  3. The new link works for a fresh 30 days
tip

The Pending tab is your follow-up list — anyone still on it hasn't accepted yet.